【奥维报告】精装楼市及热水器品类配套分析报告-2022年1-5月

----修商品住宅市场2022’1-5月1-5月精装修项目个数及同比59.6%36.9%28.9%-0.2%-12.1%-52.1%286.06326.18325.48253.0350.26151-5月精装修项目个数及同比59.6%36.9%28.9%-0.2%-12.1%-52.1%286.06326.18325.48253.0350.26158.51项目套数(万套)同比2017201820192020202122M1-5•2022’1-5月精装修开盘楼盘项目个数676个，同比下降45.4%；精装套数50.26万套，同比下降52.1%1-5月精装修项目套数及同比项目个数(个)同比71.8%3项目个数(个)同比71.8%34.1%17.0%2.3%-6.8%-45.4%6763659374234891588272820172017201820192020202122M1-5数据来源：奥维云网(AVC)地产大数据5月精装修热水器配套项目个数及同比52.6%25.7%9.2%-3.8%-35.9%32855.9%120850814601518775项目个数(个)同比2017201820192020202122M1-55月精装修热水器配套项目个数及同比52.6%25.7%9.2%-3.8%-35.9%32855.9%120850814601518775项目个数(个)同比2017201820192020202122M1-558.1%38.6%26.1%7%41.3365.36105.15128.72117.3323.4315.3%25.8%30.6%项目套数(万套)同比配套率22.4%36.7%-8.9%60.9%2017201820192020202122M1-545.2%-44.022’1-5月精装修热水器配套项目套数及同比数据来源：奥维云网(AVC)地产大数据(万套)(个)(万套)(个)%211-(万套)(个)(万套)(个)%211------------%州2%1-33.1%3----43.6%3-----36.3%%1122.3%1%3149.3%217771%31都%1-64.1%4----1----52.6%5----%1----%1----56.2%41.9%1%9%4%1%9%4%.7%7%.3%1%.5%2%.5%66.9%-5月精装修热水器配套区域规模及同比45.9%东北华北华东华中华南西南西北-49.2%-40.0%-50.6%-26.5%-57.6%0.24-74.8%1.7615.311.272.302.120-..5%规模(万套)规模同比配套率•从区域市场分析，2022’1-5月精装修市场热水器配套中，华东市场为主力，精装项目有210个，规模达到15.31万套，市场份额在65.3%；在区均有不同程度的下降，其中华南下降最慢，同比下降26.5%21.9%15.6%23.0%21.9%15.6%5月精装修热水器配套区域结构对比数据来源：奥维云网(AVC)地产大数据(万套)(个)(万套)(个)%7(万套)(个)(万套)(个)%7%----7----市36.3%3%3都%----1%775111%11711170.6%1----1111112022’1-5月精装修热水器配套城市等级规模及同比2022’1-5月精装修热水器配套城市等级结构对比的下降，其中一线下降最慢，同比下降仅为18.5%➢热水器配套规模城市级别分布33.3%32.7%17.7%-18.5%-46.9%10.29-56.0%2.202.770.230.55-81.0%-20.1%一线新一线二线三线四线其他规模(万套)规模同比配套率61.3%23.8%-35.2%7.3945.7%M0%7%5%0%4%.4%.7%.7%.1%.8%11.9%数据来源：奥维云网(AVC)地产大数据•5月精装修市场热水器配套品牌结构月AO史密斯4%博世 AO密斯%%8.1%.0%•5月精装修市场热水器配套品牌结构月AO史密斯4%博世 AO密斯%%8.1%.0%.2%8.3%8.1%7.1%9.2%6.4%.6%9%2%5.7%%4.6%%%4.7%.3%5月精装修热水器市场TOP5品牌的市场份额合计为54.6%，同比上升8.1%，与去年同期相比，能率、耀罡进入了TOP排名月2017201820192020202122M1-5’1-5月精装修市场热水器配套TOP5品牌份额走势数据来源：奥维云网(AVC)地产大数据2022’1-5月精装修热水器配套规模TOP10开发商204.6%205.3%9%55.8%42.4%57.8%62.8%59.2%14.4%21.9%%-35.2%-13.3%36.9%55.5%-43.6%-64.9%951.4%292.4%-64.9%-55.5%1.190.9217.3%13.1%1.7%42.4%-15.4%-25.1%1.340.530.520.910.670.580.571.77➢热水器配套规模TOP开发商分析2022’1-5月精装修热水器配套规模TOP10开发商204.6%205.3%9%55.8%42.4%57.8%62.8%59.2%14.4%21.9%%-35.2%-13.3%36.9%55.5%-43.6%-64.9%951.4%292.4%-64.9%-55.5%1.190.9217.3%13.1%1.7%42.4%-15.4%-25.1%1.340.530.520.910.670.580.571.77➢热水器配套规模TOP开发商分析项目数3826967202022’1-5月精装修热水器配套规模TOP5开发商走势同比规模(万套)龙湖地产中海地产同比规模(万套)龙湖地产中海地产数据来源：奥维云网(AVC)地产大数据559.0%951.4%258.6%0.0%268.4%100.0%378.9%539.8%222.1%5.9%324.0%292.4%0.0%100.0%-16.7%61539.8%292.4%291.0%212.9%559.0%951.4%258.6%0.0%268.4%100.0%378.9%539.8%222.1%5.9%324.0%292.4%0.0%100.0%-16.7%61539.8%292.4%291.0%212.9%163.9%100.9%100.0%324.0%179.8%0.430.290.530.140.670.160.190.080.340.02•2022’1-5月精装修热水器配套潜力TOP开发商中，建发地产、中国中铁居TOP2，增速分别为951.4%、539.8%2022’1-5月精装修热水器配套潜力TOP10开发商2022’1-5月精装修热水器配套潜力TOP2022’1-5月精装修热水器配套潜力TOP10开发商规模(万套)同比建发地产中国中铁大华集团中骏集团规模(万套)同比项目数24项目数24231135951.4%-51.2%2017201820192020202122M1-5数据来源：奥维云网(AVC)地产大数据2022’1-5月精装修市场热水器配套套数及同比精装套数(万套)配套套数同比精装套数同比204.6%100.7%135.3%32.9%-39.9%-20.4%0.370.721.122.194.392.642.104.521.772.272022’1-5月精装修市场热水器配套套数及同比精装套数(万套)配套套数同比精装套数同比204.6%100.7%135.3%32.9%-39.9%-20.4%0.370.721.122.194.392.642.104.521.772.273.276.0177.9%60.1%51.3%51.3%-35.2%精装项目个数配套项目个数精装项目同比配套项目同比配套套数(万套)配套率204.7%2017201820192020202122M1-5•2022’1-5月龙湖地产开发的精装项目有29个，其中配套热水器的精装项目个数有23个，配套项目量同比上升43.8%，项目配套热水器的套数.9%2022’1-5月精装修市场热水器配套项目个数及同比 42731503268468323298%43.8%43.3.2%170.0%-23.1%85.2%-6.5 42731503268468323298%43.8%43.3.2%170.0%-23.1%85.2%-6.5%22.1%250.0%121.4%36.0%-33.3%2017201201820120192022020202202122M1-522M1-5数据来源：奥维云网(AVC)地产大数据月月A.O.史391.1%100.0%181.5%401.7%142.3%月月A.O.史391.1%100.0%181.5%401.7%142.3%123.0%-100.0%-80.1%-54.3%2017201820192020202122M1-50.09)威能耀罡美的林内A.O.史密斯123.0%1-5月精装修热水器配套龙湖地产合作TOP品牌同比走势 2022’1-5月精装修热水器配套龙湖地产合作TOP品牌1-5月精装修热水器配套龙湖地产合作TOP品牌同比走势数据来源：奥维云网(AVC)